Group products and packaging specifications or change grouping

Products and packaging specifications can be displayed in groups in the overview. Individual products and packaging specifications can be assigned to a group and the grouping can be changed.

The products and packaging specifications are grouped in the overviews of the Product parts lists, Product assembly plan and Packaging specifications menus to make them easier to find.

Groups can be created in Master data > Groupings and multiple products can be grouped at the same time.
Master data: Groupings

Prerequisite

Expert or Administrator role

Procedure

1. Open the Product parts lists, Product assembly plan or Packaging specifications menu.
   Product parts lists
   Product assembly plan
   Packaging Instructions
2. In the product or in the packaging specifications, open the Add to grouping dialog window with .

   

   Type/item number and Description cannot be changed.

3. Select the required group in the Grouping drop-down list.
4. Apply the input with Save.

   Example:

   

   A bar with the group name is displayed above the grouped products and packaging specifications. You can use to collapse individual groups.

   In the header, the groups can be expanded using Expand all and collapsed using Collapse all.

The product or packaging specifications are listed in the overview under the desired group.

• Continue with Create a new group to create groups.
• Continue with Edit group to assign multiple products to a group.